Kissling Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$148,643,565
Clients
689
Advisors
2
of 2 employees
About
Kissling Financial Services is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, managing roughly $165 million in client assets. The firm provides fee‑based portfolio management on both discretionary and non‑discretionary terms and also offers financial planning on hourly or fixed‑fee bases.
The adviser employs a custom, tactical allocation approach intended to reduce risk and seek improved performance, using fundamental, technical and cyclical analysis and strategies that range from long‑term holdings to short‑term trading and covered‑call writing. Portfolios may include a broad set of investments—exchange‑listed securities, fixed income, mutual funds and ETFs, BDCs and publicly traded partnership interests—and the firm integrates structured bank notes (contingent bank notes) as a regular portfolio component.
What is distinctive about the firm is a combination of operational and business activities that are uncommon among peers: it serves 689 clients with two advisors (a high client‑to‑advisor ratio), and the firm’s principal is a licensed CPA with an affiliated accounting practice and is also licensed to sell insurance, with those outside activities disclosed and managed through disclosure and a Code of Ethics. The adviser’s notable use of structured bank notes—including multi‑issuer, multi‑index allocations, principal‑protection features and typical five‑to‑six year maturities—and the concurrent sale of insurance products and accounting referrals are service lines that are statistically rare for supported firms.
Client services
Expertise
Fee options
Fixed fees for comprehensive financial planning services between $500 and $5,000, negotiated in advance
up to 2.0% per annum, negotiable and may be reduced or waived
$250 per hour for financial planning clients not engaged for portfolio management
Fee-only: Financial planning fixed fees ranging from $500 to $5,000 per plan; hourly fees at $250 per hour
Main office
5117 Erie Street
New Castle PA 16102
Advisors at this office
2
Most active in
Colorado · Florida · Indiana · Michigan · New Jersey · Ohio · Pennsylvania · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Jason H
CFP®, Series 63, Series 66
New Castle, PA
Kissling Financial Services, LLC
Jason Hoeltzel is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Kissling Financial Services, LLC. His prior experience includes roles at Foundations Investment Advisors, Secure Money Advisors, Prudential Insurance Company of America, and Park Avenue Securities. Kissling Financial Services is an independent advisory firm providing fee-based portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis, utilizing a range of investment vehicles including equities, mutual funds, ETFs, and structured bank notes.
Timothy K
Series 63, Series 65
New Castle, PA
Kissling Financial Services, LLC
Timothy Kissling is a financial advisor with Kissling Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Madison Avenue Securities, Inc., and leadership at Kissling Amoroso & Co., Inc., a CPA firm where he serves as president and owner. Outside of financial advising, he is involved in several manufacturing businesses specializing in metallized film and maintains ownership interests in these ventures. Kissling Financial Services is an SEC-registered firm managing approximately $165 million in assets for individuals, trusts, estates, charitable organizations, and businesses. The firm uses a custom tactical allocation strategy incorporating fundamental, technical, and cyclical analysis, and includes a broad range of investments such as exchange-listed securities, fixed income, mutual funds, ETFs, BDCs, publicly traded partnerships, and structured bank notes.
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